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Field Agents

Full Control Over Your Field Team
Routes, GPS & Real-Time Reports

Smart route planning, real-time GPS tracking, automatic check-in/check-out, and built-in field reports. Everything you need to run an efficient, accountable field operation.

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30%Less Drive Time
2xMore Visits Per Day
100%Real-Time Visibility
Route Planning

Smart Route Planning
That Saves Hours in the Field

Set a list of visits for the day and the system builds the optimal route automatically. A smart algorithm accounts for distance, appointment times, and traffic conditions.

Every stop on the route is linked to a customer record — so your field agent arrives prepared, with all the information they need right at their fingertips.

  • Automatic optimal route building
  • Visits linked to customers and CRM records
  • Built-in navigation with Waze / Google Maps
  • Real-time route updates based on changes
  • History of routes and past visits
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5 visits today
Estimated time: 4h 30min
En Route
Active Check-In
Acme Technologies Inc.
123 Main St, Chicago, IL
Arrived
09:15
Time on Site
01:23:45
GPS Verified — 5m accuracy
Check-In / Check-Out

GPS-Verified Check-In
That Can't Be Faked

Precise on-site attendance tracking with GPS verification. The system automatically records arrival time, departure time, exact location, and total time on site.

Managers see in real time where every field agent is, how long they've been at each site, and whether visits are being completed as planned.

  • Check-in/check-out with GPS verification
  • Configurable geographic radius for each site
  • Automatic time-on-site logging
  • Live map showing all field agents' locations
  • Alerts for deviations from the planned route
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Field Reports

Digital Field Reports
That Replace Paper Forever

Custom report forms that field agents fill out on-site. Photos, digital signature, and notes — everything reaches the manager in real time.

Every report is automatically linked to the customer record in the CRM. No more lost paperwork or delayed reports.

  • Custom report forms for each visit type
  • Photo capture directly from the report
  • Digital customer signature on the form
  • Auto-sent to manager and linked to customer record
  • Works offline — syncs when back online
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Visit Field Report
New
Customer
Acme Technologies Inc.
Visit Type
Initial Installation
Visit Summary
Installation completed successfully. Full training provided to client team...
Photos
Customer Signature
Tap to sign
Management Tools

The Tools Managers Need
to Run a Winning Field Team

All the tools for oversight, analysis, and optimization of your field operations — in one place.

Live Map

Real-time map view with every field agent's location, current visit status, and planned route.

Performance Reports

Visits per day, average time on site, close rate, and more. Deep analytics for every field agent.

Time Management

Track working hours, drive time, breaks, and effective time spent at customer sites.

Exception Alerts

Get notified when agents deviate from the route, miss scheduled visits, or overstay at a site.

Daily Scheduling

Build daily and weekly schedules for each field agent with territory assignments and priorities.

Team Management

Territory assignments, custom permissions, and group performance management for your full team.

Proven Results

The Numbers Behind Smart Field Teams

30% Less Drive Time
2x More Visits Per Day
95% Report Accuracy
40% Increase in Team Efficiency

Ready to Level Up Your Field Team Management?

Free lifetime plan. No credit card required. Upgrade when you grow. Support from day one.

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